Nvidia Commits $4 Billion to Secure AI Data Center Optics Supply
Technology Sarah Chen

Nvidia Commits $4 Billion to Secure AI Data Center Optics Supply

Nvidia is investing $4 billion across optics suppliers Lumentum and Coherent to secure long-term capacity for photonic components essential for next-generation AI data centers. The deals include multi-billion dollar purchase commitments and support for U.S. manufacturing expansion.

NVDA LITE COHR AMD
Kontoor Brands Soars on Robust 2026 Outlook Despite Tariff Headwinds
Earnings James Calloway

Kontoor Brands Soars on Robust 2026 Outlook Despite Tariff Headwinds

Kontoor Brands shares jumped 21% after issuing a strong 2026 profit forecast, projecting adjusted EPS of $6.40-$6.50 and revenue up to $3.45 billion. The company anticipates over $100 million in tariff expenses but plans to offset them within 18 months.

KTB
Transocean Executives Sell Shares to Cover Tax Obligations Amid Merger Push
Markets Daniel Marsh

Transocean Executives Sell Shares to Cover Tax Obligations Amid Merger Push

Transocean Ltd's CEO and three top executives sold company shares this week to satisfy tax withholding requirements following the vesting of equity awards, according to SEC filings. The sales occurred as Transocean progresses with its $5.8 billion all-stock takeover of Valaris.

RIG VAL
Bank of America Redeems $2.8B in Notes Amid Rate Uncertainty
Markets Daniel Marsh

Bank of America Redeems $2.8B in Notes Amid Rate Uncertainty

Bank of America announced the early redemption of $2.8 billion in U.S. dollar, euro, and yen notes maturing in 2027. The move comes as markets reassess interest rate trajectories and bank financing expenses.

BAC JPM WFC XLF
Itaú Unibanco to Distribute Fractional Share Sale Proceeds on March 10
Markets Daniel Marsh

Itaú Unibanco to Distribute Fractional Share Sale Proceeds on March 10

Itaú Unibanco will pay shareholders proceeds from a recent fractional share sale on March 10. The sale involved bundled shares auctioned on Brazil's B3 exchange.

Petrobras to Assess Oil Volatility Before Domestic Fuel Price Moves
Commodities Rebecca Torres

Petrobras to Assess Oil Volatility Before Domestic Fuel Price Moves

Petrobras will observe oil price trends before deciding on potential adjustments to Brazilian fuel prices, CEO Magda Chambriard stated, following a 4.7% surge in Brent crude to $81.40 a barrel driven by Middle East conflict.

USO XLE
Venture Global Stock Soars on Court Win, LNG Supply Deals
Markets Daniel Marsh

Venture Global Stock Soars on Court Win, LNG Supply Deals

Venture Global shares jumped over 8% after a court rejected Shell's challenge to an LNG arbitration ruling. The company also reported a 191% surge in adjusted core profit and signed a new supply agreement.

BP SHEL
Nu Holdings Secures Inter Miami Stadium Naming Rights Amid U.S. Banking Expansion
Markets Daniel Marsh

Nu Holdings Secures Inter Miami Stadium Naming Rights Amid U.S. Banking Expansion

Nu Holdings has entered a multiyear partnership with Inter Miami CF, securing naming rights for the club's new stadium set to open in 2026. The move comes as the company advances its U.S. banking ambitions.

NU
Tesla's EU Emissions Pool Loses Key Carmakers for 2026
Regulation James Calloway

Tesla's EU Emissions Pool Loses Key Carmakers for 2026

Stellantis, Toyota, and Subaru have not joined Tesla's 2026 EU carbon-credit pool, filings show, a shift from 2025. Tesla's regulatory credit revenue declined 28% to $1.99 billion last year.

TSLA STLA TM
Intel Board Chair Exits as CEO Tan Drives Foundry Turnaround
Technology Sarah Chen

Intel Board Chair Exits as CEO Tan Drives Foundry Turnaround

Intel's board chair Frank Yeary will retire after the May 13 annual meeting, with director Craig Barratt taking over. The leadership change comes as CEO Lip-Bu Tan executes a manufacturing-focused turnaround.

INTC TSM AMD NVDA
Blue Owl Shares Slide Amid Private Credit Liquidity Fears, Insider Filings
Markets Daniel Marsh

Blue Owl Shares Slide Amid Private Credit Liquidity Fears, Insider Filings

Blue Owl Capital shares declined sharply, dropping below their $10 listing price, driven by ongoing liquidity worries in private credit and new regulatory filings indicating insider activity. The stock was indicated down approximately 3.8%.

OWL
Palantir Gains on Analyst Target Boost Amid Defense AI Shifts and Legal Scrutiny
Technology Sarah Chen

Palantir Gains on Analyst Target Boost Amid Defense AI Shifts and Legal Scrutiny

Palantir shares advanced in premarket trading following a price target increase to $200 by Rosenblatt Securities. The move comes as U.S. defense agencies restrict rival AI tools and a new lawsuit alleges fraud.

PLTR